Project Minutes can be a helpful tool for keeping your projects organised and on track. RAVE's Site|Build/Minutes sub-tab allows you to view the Project Minutes loaded against all of your active projects.
To navigate to your Project Minutes, click on the 'Site/Build' button, then click on the 'Minutes' sub-tab. Here you will be able to see an overview of all of the minute notes along with the client, project, status, project manager, date, any notes, and any attachments.
Adding Minutes
To add a minute note click the 'Add Minute Note' to the top right of the screen. This will open the 'Add Project Minute Note' pop-up, where you can:
- Select the project the note is to be loaded against
- Add the notes
- And add any attachments if required
To save your notes and any attachments click the 'Add' button to confirm
Editing Minutes
The Site|Build/Minutes sub-tab, will display all previously loaded minute notes.
We can edit any of these by clicking on the 'Edit' button to the right of any minutes entry. This will open the 'Edit Project Minute Note' pop-up, where you can:
- Change the project the note is to be loaded against
- Change the notes
- And add any attachments if required
To save your changes click the 'Update' button to confirm
NOTE: You can not save or update a minute entry with a blank notes section.
Exporting or Printing Your Minutes Report
You can download a CSV copy of your minutes report by clicking on the 'Export CSV' button. Or print a copy of your minutes report by clicking on the 'Print by Date Range' button. Both buttons are located to the top right of the page
Viewing your Project Minutes
Once your Project Minutes have been added, there are two ways you can view them.
Minutes Subtab
By going to Site/Build and Minutes - you can view all of your Project Minutes in here.
Project Overview
To view Project Minutes for a specific job, go to Site/Build and scroll down to the Site/Build Notes.